Position in MSTR
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$1,223,040
-$38,145 QoQ
Shares Held
9,800
+18.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSTR Over Time
Shares Held
Position Value (USD)
All Filings in MSTR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,223,040 | 9,800 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,261,185 | 8,300 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,385,503 | 4,300 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,374,382 | 3,400 | Shares | Sole | 2025-07-10 | |
| 2024-12-31 | $781,974 | 2,700 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,315,080 | 7,800 | Shares | Sole | 2024-10-11 | |
| No filing history on record for this holder in this stock. | ||||||